Create Prospect/Client Conversations

Depending on your role in WorkBook, you can manage prospect/client conversations from the prospect card.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To create a prospect/client conversation:

1. Display the prospect card. See Display the Prospect Card.
2. On the side toolbar of the prospect card, click Conversation .
3. In the left pane of the prospect card, click > Create Resource Conversation.
4. In the Create Resource Conversation dialog box, start a conversation by entering a comment and selecting the participants in the conservation.
   You can specify if the conversation is open or private. You can also attach files, audio messages, and links.
5. Click Publish or Private.
   • Public: the conversation is visible to all companies in WorkBook and their employees.
   • Private: the conversation is visible only to the selected company and its employees.
   You can manage conversation by clicking Conversation Options on the upper-right corner of the conversation pane. For more information about conversation options, see Manage Resource Conversations.